Budget and Cost Tracking
The Labor Costs in the "Task" Document (v10.xx)
The "Task" Document is the description of a project task and includes the list of all associated assignments. It is distinct from the Assignment Document, which focuses on one resource and tracks the time spent by that individual on the task. In the ...
Non Labor Costs, Investments & Expenses (v10.xx)
All non-labor related costs (purchases, travel expenses, rentals, etc.) can be tracked using "Costs" documents. Entering costs and their planned values in advance gives a better overview of the anticipated and fixed budget. Create a cost To create a ...
The Budget (v10.xx)
A project budget is automatically created when a new project is initialized using the wizard. Depending on the setup, a project may have one or multiple budgets. Projects with multiple budgets are divided into periods. For more details on budgets by ...
Multi-Currency Management (v10.xx)
Cerri Project lets you manage a main currency and up to nine secondary currencies. The main and secondary currencies are defined in the [Currencies] tab within the "General" setup of each [Projects] module. This functionality allows users to: Capture ...
Tracking Task Costs (v10.xx)
Cerri Project offers two main methods for posting post time so workload costs can be tracked: Using the [Timesheets] module: Users enter their workload details in a timesheet. They can also propose an updated "remaining" time for their tasks, which ...
Cost Centers (v10.xx)
In Cerri Project user have the flexibility to set rates by linking resources to cost centers rather than just basing them on resource type. Cost centers are defined in the General setup document of the [Resources] module. They can then be selected in ...
Rate Management (v10.xx)
How Cerri Project manages resource rates When creating a resource, their rates are populated with the standard rates for the company and location they belong to. However, it is possible to change the resource’s rates by deselecting "Import the rates" ...
Budget and Cost Tracking in Cerri Project (v10.xx)
Cerri Project is designed to support multi-currency and multi-rate management. This chapter presents the key features of cost and budget management. It serves only as a guideline, recognizing that every organization may have its unique rules and ...
Popular Articles
Archive Setup
Archiving is part of the project life cycle, and can be performed at any time, whatever the project status is. Data of existing projects is stored in a separate database either to backup a project or to archive completed projects. It requires one to ...
How to Access the “Setup and Administration” Console
The Module Setup and Administration Console tools are accessible from the upper right-hand corner of the Geniusproject user interface. Click the icon in the upper right corner. A drop down list appears with all available modules, select the one you ...
Who is the Application Manager?
The Application Manager is the user with the most rights in the Geniusproject application. The Geniusproject configuration and management requires deep insight into the application. Before starting with Geniusproject, the application manager must ...
Initial Setup, On-Premise Only (v8.xx)
The initial setup is done once per database after its installation by the administrator, if not done already. It consists of: Linking the new database to the 'Portfolio' database (the 'Portfolio' database is the only one not linked). The creation or ...
Resources Administration
The resources administration consists of the creation of new resources (users), companies and groups, and in their update when necessary. One Resource document is necessary for each user of the application. A resource may be created even if there is ...